Category: Newsflash

Privé provides end-to-end solutions for Banks, Financial Advisors, Asset Managers, and Insurance companies. Their technology solutions help financial institutions streamline and transform, enabling them to operate more efficiently and effectively than ever before.

The Asset Triple A Digital Awards for 2018 recognizes financial institutions and technology firms that have excelled in innovating and developing a unique digital experience for customers across the Asia-Pacific and Middle East regions.

“To receive this award for the second time means a lot to us, and has affirmed our effort and growth as a Fintech company. A big thank you to The Asset for this award.’’

- Charles Wong

Privé would like to thank the judges and evaluators at Asian The Asset for presenting Privé this award. We would also like to congratulate to all the winners of The Asset Triple A Digital Awards for 2018!

Privé was awarded in the categories of Best Core Banking Platform and for Best IAM/MFO Solution for the second time. In 2017, our Co-Founder, Charles Wong bagged the “Fintech Changemaker of the Year’’ for himself, whereas Privé won the ‘’Best IAM /MFO Solution.’’

The award ceremony will be held in Singapore on 8th of March 2019.

We are tremendously honored to be recognized with our other fellow awardees in the 2018 Asian Private Banker Technology Awards. We​​ are thrilled to receive multiple awards for the third consecutive year, and we could not have achieved this feat without the support of our customers, employees, and industry supporters.

- Charles Wong

Privé would like to thank the judges and evaluators at Asian Private Bankerfor their relentless pursuit in finding the ‘best-in-class’ companies in the private banking and wealth management.

Lastly, we would like to congratulate to all the winners of the Asian Private Banker Awards 2018!

Paris Fintech Forumis the biggest European event on digital finance, the attendees, chiefly CEOs and Managing Directors of Banks, Insurances, Regulators and more than 150 worldwide Fintechs from all sectors at various development stages.

More than 2,600 individuals attended the annual event held at Palais Brongniart on 29 and 30 January 2019.

The two days discussion were mostly on Artificial Intelligence. It focused on Machine Learning as a branch, but not the other branches like Genetic Optimization. The panel largely agreed that the current state of Artificial Intelligence lacks foresight because of the past data that is used for learning and that a more sophisticated algorithm is required for creative thought.

On stage, Charles shared his insights on Wealth Management and Robo-Advisory. He also include some contents on the latest developments of Artificial Intelligence in the Banking sector.

Charles shared insight into Privé’s solutions that help financial institutions streamline and transform through complete digitization, enabling them to operate more efficiently and effectively than ever before and highly reduced cost – ultimately driving revenues.

Privé Technologies provides end-to-end solutions for banks, financial advisors, independent asset managers, and insurance companies. I am happy that I got a chance to showcase Privé Technologies to the French Fintech community through this forum.

- Charles Wong

Thank you to Alteir Consulting for having Charles represent Privé Technologies as a guest speaker.

Qiuyan Tian, the CEO and co-founder of Hive Up, commented, “Privé will be able to help us accelerate our mission of bring wealth management to the masses. I am elated to adopt their proficiency in FinTech to propel our ideas to much greater heights.”

Charles Wong, CEO and co-founder of Privé Holdings, noted, CEO and co-founder of Privé Technologies, noted, “We are excited to have Hive Up join our family of companies and believe its expertise in the mass affluent and wealth management segments contributes to Prive’s mission to bring wealth management to all.”

Hive Up operates in both the enterprise and direct-to-consumer segments. With respect to the end consumer, it focuses on highlighting financial concepts and engaging the everyday person via mediums such as articles, infographics, workshops, and webinars. For enterprise businesses, the company builds management platforms and client-facing applications for financial advisors. Hive Up also writes curriculum and conducts training for financial institutions, injecting life and vigor into otherwise prosaic financial content, while also using technology for enhanced hands-on engagement.

Ms. Tian started Hive Up in 2016 with a mission of wanting to bring wealth management to the masses. Having cut her teeth in the wealth management sector with Goldman Sachs and an established family office, she was convinced that she could bring the same tools and access that had only previously been available in the high net worth segment to anybody.

Ms. Tian believes that the two keys to a successful financial journey are financial literacy and practical handles. With the experience of successfully building two prior startups, her mandate for Hive Up is to demystify the seemingly complicated world of finance by breaking it down into engaging and palatable content.

The ethos on how Hive Up creates its content is based on the pillars of design thinking, psychology, and technology, which incorporates AI and machine learning to intelligently curate content and make financial learning more engaging, tailored and personalized.

The acquisition of Hive Up – following Privé Technologies’ recent selection by Deloitte as one of the top 20 fastest growing technology firms in Asia – further cements Privé’s position as a leader and one of the most recognized and awarded FinTech companies in the industry.

Digitization in the field of personal finance is becoming more salient. We need to explore creative and cutting-edge ways to help the financial literacy challenge for the aspiring investor, as well as develop new value proposition solutions for wealth managers in today’s digital age.

Privé Technologies is also the firm behind the award-winning Privé Managers platform for global wealth and asset managers. Prior awards for Privé Technologies include being selected as the 2018 FinTech Changemaker of the Year sponsored by Asian Private Banker, 2018 Most Innovative FinTech Solution sponsored by Wealth Briefing Asia, as well as a finalist in the Hong Kong-based 2018 DBS Accelerator and Supercharger Accelerator programs. Privé Technologies was also voted as the number one robo-advisor in Asia amongst 16 robo-advisories in a recent independent study by Kaplan.

About Privé Technologies

Privé Technologies is a modular solution for the wealth and asset management industry and comprises more than 11 state-of-the-art modules powered by its bionic advisory engine, which include wealth planning, risk profiling, investment exploration, algorithmic optimization, and personal reporting. Privé Technologies serves a range of wealth management clients across Asia and Europe, including external asset managers, multi-family offices and banks by offering a wide range of connectivity options to custodial and distribution platforms.

About Hive Up

Hive Up is an online platform created to empower each individual in achieving their own version of financial freedom in a fun and un-intimidating approach. It produces workshops and various forms of content to make financial literacy easy, along with digital tools to help plan and manage personal finances in both the enterprise and direct-to-consumer space.

On November 27, Mr Charles Wong was invited as a guest speaker at International Fintech Forum. Organized by the Taiwan Academy of Banking and Finance (TABF), the forum is filled with members of financial technology and digital banking groups of the various financial holdings and banks.

The experts shared exciting contents on the latest developments of Artificial Intelligence in Banking sector. The rising trend of AI technology in the new era is driving changes in finance industry and it will continue to grow over the next few years.

As one of the leading organisations in smart financial literacy in Asia, our Co-Founder shared his insights on smart banking. Charles also discussed the future of design in FinTech, how our company provide an end-to-end solutions for banks and other financial institutions.

Privé Technologies is ranked as the 14th fastest-growing company in Asia.

We are exhilarated to be part of the upcoming 6th Annual Global FinTech CEO Summit which will be held in Dubai, United Arab Emirates from Wednesday, December 5, to Thursday, December 6.

Privé Technologies’s Co-Founder, Mr Charles Wong is one of the guest panelists, alongside hundreds of CEOs invited from more than 60 countries.

Like past years, these guests are specially invited by World Bank Group, and the event has become an annual gathering for Fintech CEOs.

IFC FinTech CEO Summit is a good opportunity for forming unique networks with the major players across industries to share leadership lessons. We will be expecting views from the CEOs on how FinTech has evolved over the past year, to which they will further share the challenges they faced and how each business sector prepares for the future of the financial world.

This conference aims to explore the innovative ideas and current developments in making the financial sector more competitive.

Charles Wong said:

"I am really looking forward to share our journey through this open discussion and how we at Privé develop a customer engagement and product development for banks and financial institutions. I am absolutely grateful to have the opportunity and it is such a great honour to be invited to this high-profile event''

Charles will share his vision for Fintech in the next 5 years and the main topic of his session – Capital Markets.

“Does good karma have an expiry date?” We are looking forward to hear from our CEO himself, as he takes the stage on 6th December.

Once again, we would like to thank World Bank Groupfor the invitation.We are looking forward to the big day.

Meet Prive Technologies alongside other promising FinTech companies in this 2-day event. There will be more than 200 booths for guests to experience the new technology by interacting with the exhibitors.

Join us for an insightful and exciting event bringing together a wide group of entrepreneurs and FinTech enthusiasts.

There is no admission charge for FinTech Expo, FinTech New Solution Conference & FinTech Innovation Talks however, pre-registration is required.

This prestigious, leading industry event brings together the worldwide leading Private Banks and Wealth Management Companies to address key industry issues in the daytime Summit and celebrate the leading sector initiatives in the evening during an Awards Gala Dinner.

We were awarded in the categories of Outstanding Wealth Management Technology Initiative- Front End; Outstanding Wealth Manager- Customer Relationship Service and Engagement; and Most Innovative Business Model.